Relationship Banker II — Client Solutions & Growth

JPMorganChase; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorganChase in Houston is seeking a Relationship Banker to serve our clients with hospitality, delivering thoughtful financial guidance and a seamless branch experience.

You will acquire, manage, and retain relationships, understand client needs, and tailor product recommendations. You’ll educate customers on Chase digital tools, collaborate with specialists, and adhere to banking regulations while delivering exceptional service on weekends.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer experience

Communication skills

Problem solving

Risk & compliance

Availability weekends

Education

High school diploma

SIE/Series 6/Life licenses

College degree or military equivalent

Job description

JPMorganChase in Houston is seeking a Relationship Banker to serve our clients with hospitality, delivering thoughtful financial guidance and a seamless branch experience.

You will acquire, manage, and retain relationships, understand client needs, and tailor product recommendations. You’ll educate customers on Chase digital tools, collaborate with specialists, and adhere to banking regulations while delivering exceptional service on weekends.